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Here you'll find core information about the tech industry and the economic principles behind it

The Search For The Next Platform. I found this part of Mark Zuckerberg’s post on the Oculus acquisition most revealing: We have a lot more to do on mobile, but at this point we feel we’re in a position where we can start focusing on what platforms will come next to enable even more useful, entertaining and personal experiences.

A wonderful post by Fred Wilson on the Oculus acquisition. Leading tech companies are hyper aggressive in making sure they won't get disrupted. – PED

Facebook was a bit slow to get aboard the mobile train.

The Search For The Next Platform

Unlike Apple and Google, they do not have a mobile OS. Netflix's War on Mass Culture. Given all the faces you see glued to computers, tablets, and cell phones, you might think that people watch much less television than they used to.

Netflix's War on Mass Culture

You would be wrong. According to Nielsen, Americans on average consume nearly five hours of TV every day, a number that has actually gone up since the 1990s. That works out to about 34 hours a week and almost 1,800 hours per year, more than the average French person spends working. ARBITRAGE AND EQUILIBRIUM IN THE TEAM FORTRESS 2 ECONOMY. Arbitrage is the holy grail of every trader.


Equity value. Why Churn is so critical to success in SaaS. Summary: Illustrates graphically why churn is a huge problem a SaaS company gets larger.

Why Churn is so critical to success in SaaS

It also looks at a very surprising factor that can massively accelerate SaaS growth: negative churn. Innovation de rupture: comment rechercher l’inimaginable. Au milieu des années 80, Garry Hamel, un des grands gourous californiens du management, avait jeté un pavé dans la mare : l’ère du progrès conventionnel et linéaire était révolue.

Innovation de rupture: comment rechercher l’inimaginable

Le changement n’était plus ni additif, ni linéaire. Il était discontinu. Pour chevaucher ce progrès-là, les entreprises devaient inventer un système créatif non linéaire. Trente ans plus tard, le postulat est passé dans les mœurs « corporate » et chaque dirigeant sait que l’innovation incrémentale, ce changement graduel, modeste et continu de l’existant, ne suffit plus.

Pour gagner sur des marchés en maturation de plus en plus rapide, en particulier les marchés technologiques, il faut pratiquer l’innovation de rupture, c’est-à-dire enclencher un processus de dislocation des habitudes de réflexion et d’utilisation. Trouver le secret de la rupture réussie n’est pas donné à tout le monde. L’innovation incrémentale se déploie dans un contexte connu, dit de « conception réglée ». Marc Andreessen on Why Software Is Eating the World. This week, Hewlett-Packard (where I am on the board) announced that it is exploring jettisoning its struggling PC business in favor of investing more heavily in software, where it sees better potential for growth.

Marc Andreessen on Why Software Is Eating the World

Meanwhile, Google plans to buy up the cellphone handset maker Motorola Mobility. Both moves surprised the tech world. Economic principles.

App vs Browser

The Golden Age of Internet Marketing? "Let the products sell themselves... fuck advertising, commercial psychology ... psychological methods to sell should be destroyed.

The Golden Age of Internet Marketing?

" - The Minutemen, Shit From An Old Notebook We have enough data now to realize that display advertising on the Internet doesn't work. Some suggest click through rates are as low .09%, a shockingly low number. It seems like click through rates are trending towards zero. Company - Report - Internet matters: The net’s sweeping impact on growth, jobs, and prosperity - May 2011.

The Internet is a vast mosaic of economic activity, ranging from millions of daily online transactions and communications to smartphone downloads of TV shows.

Company - Report - Internet matters: The net’s sweeping impact on growth, jobs, and prosperity - May 2011

But little is known about how the web in its entirety contributes to global growth, productivity, and employment. Video First quantitative assessment of the Internet's economic impact presented at e-G8 Forum. Inside the Recommendation Engines of StumbleUpon, YouTube, Pandora and Hotpot. Free Software, Paid Support. The Unwelcome Return of Platform Dependencies. Editor’s Note: The following guest post is written by a Silicon Valley CEO.

The Unwelcome Return of Platform Dependencies

The next big thing will start out looking like a toy One of the amazing things about the internet economy is how different the list of top internet properties today looks from the list ten years ago.

The next big thing will start out looking like a toy

Business models. The Death of the Pageview - ReadWriteStart. The Web has hit a point where tracking pageviews is useless for startups. Why Japan Matters: iPad Mania, Cloud Computing, And Social Intel. The 15 Top Tech Takeover Targets. Happy days are here again! Happy days, that is, for the shareholders of companies that suddenly find themselves the beneficiaries of huge takeover offers.

Or, better yet, bidding wars. (Just ask the shareholders of 3PAR, which recently got nearly double the original price because HP and Dell got in a macho-man contest about who could pay more.).

Open vs closed

  1. PED Nov 26 2010
    Une des premières teams de Pearltrees :-)
  2. cvahanian Apr 26 2010
    OK... j'avoue que SFR n'était peut-être pas le sponsor idéal.
  3. PED Apr 26 2010
    Je crois que les cours commencent vers le 15 septembre. Et la track digital ne verra pas le jour notre année vu que le sponsor (SFR) s'est rétracté. Bon en meme temps avoir des cours de SFR sur le Web 2.0 ....#lol
  4. PED Apr 26 2010
    Pas mal du tout l'article de Dixon. J'espère qu'on aura ce genre de cours l'année prochaine en économie des réseaux...